Keep business owners informed when deals move to funded
Keep business owners informed when deals move to funded
Business owners miss funding notices when deals switch to funded, causing customer confusion and payment delays. Send funding emails with invoice link and payment info so customers get next steps.
Overview
Business owners risk delayed payments and frustrated customers when funding details don’t reach buyers after funding. This workflow delivers funding confirmations with invoice links and payment details to customers and updates the deal record, eliminating confusion and preventing missed follow-ups.
Notable Features
- Send funding confirmations with invoice link
- Attach downloadable invoice PDF
- Log invoice link to deal record